Global wafer-fabrication-equipment spending is expected to rise 16.9% to $135.2 billion in 2026, driven mainly by increased demand for memory chips like DRAM and NAND due to AI growth. Lam Research leads with the strongest exposure to memory equipment, benefiting from complex etch and deposition needs. KLA gains from rising process-control demands as chip manufacturing complexity grows, while ASML maintains a dominant position in lithography technology essential for advanced chips. Investors should consider Lam for near-term memory growth, KLA for balanced exposure, and ASML for long-term technological moat, amid risks of potential memory overinvestment.
Meta is raising over $100 billion through a new share class to fund AI investments, despite strong AI-driven growth and popular apps like Muse. Tesla lowered its capital expenditure guidance due to efficiencies, while political factors may speed up a...
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
Lam Research reported a record fiscal Q1 2027 with revenue and earnings beating estimates, but its stock fell 9% after the CFO warned that supply chain constraints will limit growth in the December quarter. This caution affected the broader semicondu...
Lam Research reported a historic 40% operating margin and record revenue of $8.22 billion for the September quarter, beating earnings expectations. Despite this strong performance, shares fell nearly 8% in after-hours trading due to a cautious Decemb...
Lam Research reported better-than-expected earnings, but the positive news failed to ease investor concerns about potential cuts in semiconductor spending. This triggered a broad sell-off in major chip stocks, especially those linked to AI technology...
